What Do I Do With My 401(k) During a Job Change?

A listener wants to know what they need to do with their 401(k) plan when their job changes. Paul walks through a few important steps to consider during this life change and how to look through the options at your new employer to find the most diversified investments. Later in the episode, Paul wants you to know that people who are really harping on the idea of having a “tax-free” retirement are likely just using these buzzwords as a marketing tool. Paul touches on where taxes fit into a retirement plan and a few of the traps you can fall into when you’re chasing the lowest possible taxes. 

 

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